In attempting to merge contacts in Microsoft CRM, I am using the following code -
//c1ID and c2ID are GUIDs of duplicated contacts.
EntityReference target = new EntityReference();
target.LogicalName = Contact.EntityLogicalName;
target.Id = c2ID;
MergeRequest merge = new MergeRequest();
// SubordinateId is the GUID of the account merging.
merge.SubordinateId = c1ID;
merge.Target = target;
merge.PerformParentingChecks = true;
Contact updater = new Contact();
Contact updater2 = new Contact();
updater = (Contact)xrmSvc.ContactSet.Where(c => c.ContactId.Equals(c1ID)).First();
updater2 = (Contact)xrmSvc.ContactSet.Where(c => c.ContactId.Equals(c2ID)).First();
MergeResponse mergedR = (MergeResponse)xrmSvc.Execute(merge);
When I try my Execute call here,I get this error -
Cannot specify child attributes in the columnset for Retrieve. Attribute: owneridname.
Am I not setting something correctly?
Having updatecontent does not change the issue. In fact, I get the error on lookups entered into the updatecontent. I find you have to build new entityreferences:
if (match.Contains("new_mostrecentcampaign"))
master["new_mostrecentcampaign"] =
new EntityReference(match.GetAttributeValue<EntityReference>("new_mostrecentcampaign").LogicalName
, match.GetAttributeValue<EntityReference>("new_mostrecentcampaign").Id);
...
Merge.UpdateContent = master
...
I realize this is a pretty old question, but for those of you who have run into the same issue in 2021 and beyond, here's the reason this error happens.
TL;DR: Ensure the EntityReference values for the attributes does not specify the Name property.
Explanation:
Everything that gets added to the Entity set to UpdateContent will be applied to the Target contact. When programmatically executing a MergeRequest within a plugin/workflow, the attributes of the UpdateContent get applied (as desired).
Where this breaks down is for EntityReference value types (lookups). The internal Microsoft code that performs this operation tries to interpret all properties of the EntityReference object, including Name.
So when the existing values from the SubordinateId contact are pulled using IOrganizationService.Retrieve (to dynamically get the latest version), the Name property is automatically set for those lookup attributes (the child record). This operation is not valid, even though it's not the user code that's directly executing it.
This brings us full circle to explain the original error:
Cannot specify child attributes in the columnset for Retrieve
I wish I had some documentation for this, but although the official documentation notes that the UpdateContent is optional, experience proves that it is in fact necessary. In the MergeRequests I've tested, I always include that property in the request, and there's a post in the MSDN forums for Dynamics 3.0 that suggests the same.
In fact, when I try to merge two contacts in my org without UpdateContent assigned, I actually get a FaultException saying the following:
Required field 'UpdateContent' is missing
Even though the documentation says it's optional!
So I'd suggest populating the UpdateContent property with something as in the below and see if that works:
var merge = new MergeRequest
{
// SubordinateId is the GUID of the account merging.
SubordinateId = c1ID,
Target = target,
PerformParentingChecks = true,
UpdateContent = new Contact()
};
Related
I have already implement auto number with plugin, and it is through another entity type to ensure all operations are in one transaction.
but I have another question, that is can we use process lock(eg. mutex) to fix it? this will more flexible than before, isn't it?
Dynamics 365 has native support for auto-numbering fields since v9.0, with the minor inconvenience of having to manipulate them through code only.
Unless it's a broken feature (it happens), there's no need for custom autonumbers anymore.
https://learn.microsoft.com/en-us/dynamics365/customer-engagement/developer/create-auto-number-attributes
Example:
CreateAttributeRequest widgetSerialNumberAttributeRequest = new CreateAttributeRequest
{
EntityName = "newWidget",
Attribute = new StringAttributeMetadata
{
//Define the format of the attribute
AutoNumberFormat = "WID-{SEQNUM:5}-{RANDSTRING:6}-{DATETIMEUTC:yyyyMMddhhmmss}",
LogicalName = "new_serialnumber",
SchemaName = "new_SerialNumber",
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
MaxLength = 100, // The MaxLength defined for the string attribute must be greater than the length of the AutoNumberFormat value, that is, it should be able to fit in the generated value.
DisplayName = new Label("Serial Number", 1033),
Description = new Label("Serial Number of the widget.", 1033)
}
};
_serviceProxy.Execute(widgetSerialNumberAttributeRequest);
Docs point out that
The sequential segment is generated by SQL and hence uniqueness is guaranteed by SQL.
XrmToolbox should have a plugin to manage auto number fields (thus making it easier), but I haven't tried it.
Plugin's can be run on multiple machines concurrently depending on your installation - that's why the entity (database) lock is regularly used.
Is it possible to update a record's attribute of picklist type with null by using Sdk.Sync.Update? It's not working for me.
Here's what I do:
var detailsObj = updatedDetailsObj; // I get updatedDetailsObj from previous logic, not shown here
var operation = new Sdk.Entity("kcl_operation");
operation.setId(operationId, false); // I have operationId from previous logic, not shown here
operation.addAttribute(new Sdk.String("op_updatedAccount", detailsObj.UpdatedAccount)); // works, get updated
operation.addAttribute(new Sdk.OptionSet("op_updatedExplanation", null)); // doesn't get updated
Sdk.Sync.update(operation);
After the completion of Sdk.Sync.update, the string field get updated, but the picklist field is left with its previous value, instead of null.
I also took a look inside the XML being sent inside Sdk.Sync.update, and indeed, it lacks the pair of "op_updatedExplanation" and null.
How can make it work?
Added:
I'm not doing it inside a form but inside a grid page, so that the user checks several records and I need to make the update on all of them.
standard CRM SDK code (assuming entity name and field name):
Entity operation = new Entity("kcl_operation");
operation.Id = operationId;
operation["op_updatedexplanation"] = null;
service.Update(operation);
where service is an IOrganizationService instance
Please use this snippet to set value as null.
Xrm.Page.getAttribute("op_updatedexplanation").setValue(null);
This will just set the value in the form. You may have to save the form to see the value getting stored in database.
Xrm.Page.data.entity.save();
If the control is disabled - you have to set the submitmode attribute also.
Xrm.Page.getAttribute("op_updatedexplanation").setSubmitMode("always");
Who had done CRM Web API calls to update CRM entities with Lookup values from another Entity.
I'm trying to set a Lookup Value to another Entity within CRM using WebAPI, CRM 2016. It works if I disable the Lookup value but once I enable the Lookup value, I receive Bad Request.
Below is my code in LinqPad so it does work.
void Main()
{
using(var webClient = new WebClient()){
webClient.Credentials = new NetworkCredential("Username", "Password", "Domain");
webClient.Headers.Add("OData-MaxVersion", "4.0");
webClient.Headers.Add("OData-Version", "4.0");
webClient.Headers.Add("accept", "application/json");
webClient.Headers.Add("Content-Type","application/json");
webClient.Headers.Add("Prefer", "odata.include-annotations=*");
webClient.BaseAddress = "http://dev.company.com/DEV2016/api/data/v8.0/";
var JO = new JObject();
JO.Add("col_name","My Name");
//JO.Add("col_contactid#odata.bind","/contacts(7266f26b-7105-e611-811e-005056b61789)");
var dataString = JO.ToString();
var responseString = webClient.UploadString("col_advisors", "POST", dataString);
Console.WriteLine(webClient.ResponseHeaders.Get("OData-EntityId"));
}
}
Case matters with the WebAPI. Make sure your col_contactid is the schema name, not the logical name. For example, the logical name of your attribute is col_contactid (logical names are always lowercase), but schema names often times have upper case letters. Yours might be col_ContactId for example, in which case you would want to use col_ContactId#odata.bind.
The easiest way to find the schema name of your attribute is by going to CRM -> Settings -> Solutions -> your solution -> Entites (on the left) -> Advisors -> Fields. In that grid you'll see a column for schema name.
I got it to work. The fields really have to be unique as it is case sensitive. Comments here and also this blog, really helped.
http://inogic.com/blog/2016/02/set-values-of-all-data-types-using-web-api-in-dynamics-crm/
Step 1 : Goto Cutomization Developer Resource.
Step 2 : Click to “Download Odata Metadata” link and Download the same.
Step 3 : Once Download, open it and find out name of lookup attribute ( i.e. new_qualifiedleadid) and check its casing.
Step 4 : Verify it with the value which you are setting in the code it should be same.
While my column was col_contactid, CRM renames the Navigational Column to be what was above col_ContactId.
I also used Postman(google chrome) plugin and added the following Header to my Post.
webClient.Headers.Add("Prefer", "odata.include-annotations=*");
I'm using a CalendarItemType view to retrieve calendar items. The only items I care about are those that I've created and I know that they are all weekly recurring items. I'm able to get each individual occurrence and, from any one of them the recurring master item, but I'd like to narrow the scope of my search to just those items that would match my pattern.
I've trying using the Restriction property on the FindItemType to specify a NotEqualTo restriction with a null constant for calenderRecurrenceId. This caused my request to time out. So far I've been unable to load the recurrences with the FindItemType at all and need to use a subsequent GetItemType call when I find an event that is an occurence in a recurring series.
Here's the code that I'm starting with. The code needs to work with both Exchange 2007 and Exchange 2010.
var findItemRequest = new FindItemType();
findItemRequest.ParentFolderIds = new DistinguishedFolderIdType[]
{
new DistinguishedFolderIdType()
};
((DistinguishedFolderIdType)findItemequest.ParentFolderIds[0]).Id = DistinguishedFolderIdNameType.calendar;
findItemRequest.Traversal = ItemQueryTraversalType.Shallow;
var itemShapeDefinition = new ItemResponseShapeType(
{
BaseShape = DefaultShapeNamesType.AllProperties;
}
findItemRequest.Item = calenderView;
findItemRequest.ItemShape = itemShapeDefinition;
var findItemResponse = this.esb.FindItem( findItemRequest );
Also, if you know of any good source of examples (beyond the ones in MSDN), I'd welcome them. I'm picking up someone else's code in an emergency and trying to learn Exchange Web Services on the fly.
Maybe I'm misunderstanding you, in which case I apologize.
You do NOT use the CalendarView - you use the normal IndexedPageItemView if all you want is Master Recurring Calendar items.
You use the CalendarView to expand the recurrences to individual items. However the compromise with CalendarView is NO restrictions are permitted besides Start and End Date. None.
You can search for a RecurrenceMaster by using the recurrence PidLid with an ExtendedPropertyDefinition. This works because, according to their documentation, "this property must not exist on single instance calendar items."
https://msdn.microsoft.com/en-us/library/cc842017.aspx
// https://msdn.microsoft.com/en-us/library/cc842017.aspx
ExtendedPropertyDefinition apptType = new ExtendedPropertyDefinition(
DefaultExtendedPropertySet.Appointment,
0x00008216, //PidLidAppointmentRecur
MapiPropertyType.Binary);
var restriction = new SearchFilter.Exists(apptType);
var iView = new ItemView(10);
var found = folder.FindItems(restriction, iView);
I just confirmed this works, today, when revisiting some old code that works with Office365 EWS in the cloud.
Found only property you need is RecurrenceStart property. Because EWS has limitations it is not possible to use all properties in restriction. This one working as expected.
Reference: Find master recurring appointments
You can create custom searchfilters. If you search from specific startdate OR isRecurring property you have most easy way...(SearchItems returns recurring masters)
List<SearchFilter> searchFilterCollection = new List<SearchFilter>();
SearchFilter.IsGreaterThanOrEqualTo startDatumFilter = new SearchFilter.IsGreaterThanOrEqualTo(AppointmentSchema.Start, new DateTime(2012, 9, 16));
SearchFilter.IsEqualTo masterRecurringFilter = new SearchFilter.IsEqualTo(AppointmentSchema.IsRecurring, true);
searchFilterCollection.Add(startDatumFilter);
searchFilterCollection.Add(masterRecurringFilter);
SearchFilter finalFilter = new SearchFilter.SearchFilterCollection(LogicalOperator.Or, searchFilterCollection);
ItemView itemView = new ItemView(100000);
itemView.PropertySet = new PropertySet(BasePropertySet.FirstClassProperties, AppointmentSchema.AppointmentType);
FindItemsResults<Item> items = _service.FindItems(WellKnownFolderName.Calendar, finalFilter, itemView);
I am using the Exchange Web Services Managed API to work with Tasks (Exchange 2007 SP1). I can create them fine. However, when I try to do updates, it works for all of the fields except for the .Body field. Whenever I try to access (read/update) that field, it gives the following error:
"You must load or assign this property before you can read its value."
The code I am using looks like this:
//impersonate the person whose tasks you want to read
Me.Impersonate(userName); //home-made function to handle impersonation
//build the search filter
Exchange.SearchFilter.SearchFilterCollection filter = New Exchange.SearchFilter.SearchFilterCollection();
filter.Add(New Exchange.SearchFilter.IsEqualTo(Exchange.TaskSchema.Categories, "Sales"));
//do the search
EWS.Task exTask = esb.FindItems(Exchange.WellKnownFolderName.Tasks, filter, New Exchange.ItemView(Integer.MaxValue));
exTask.Subject = txtSubject.Text; //this works fine
exTask.Body = txtBody.Text; //This one gives the error implying that the object isn't loaded
The strange thing is that, inspecting the property bag shows that the object contains 33 properties, but {Body} is not one of them. That property seems to be inherited from the base class .Item, or something.
So, do I need to re-load the object as type Item? Or reload it via .Bind or something? Keep in mind that I need to do this with thousands of items, so efficiency does matter to me.
Calling the Load method solved my problem :)
foreach (Item item in findResults.Items)
{
item.Load();
string subject = item.Subject;
string mailMessage = item.Body;
}
I had the same problem when using the EWS. My Code is requesting the events(Appointments) from the
Outlook calendar, at the end I couldn't reach to the body of the Event itself.
The missing point in my situation was the following "forgive me if there is any typo errors":
After gathering the Appointments, which are also derived from EWS Item Class, I did the following:
1- Create a List with the type Item:
List<Item> items = new List<Item>();
2- Added all appointments to items list:
if(oAppointmentList.Items.Count > 0) // Prevent the exception
{
foreach( Appointment app in oAppointmentList)
{
items.Add(app);
}
}
3- Used the exchanged service "I have already created and used":
oExchangeService.LoadPropertiesForItems(items, PropertySet.FirstClassProperties);
now if you try to use app.Body.Text, it will return it successfully.
Enjoy Coding and Best Luck
I forgot to mention the resource:
http://social.technet.microsoft.com/Forums/en-US/exchangesvrdevelopment/thread/ce1e0527-e2db-490d-817e-83f586fb1b44
He mentioned the use of Linq to save the intermediate step, it will help you avoid using the List items and save some memory!
RockmanX
You can load properties using a custom property set. Some properties are Extended properties instead of FirstClassProperties.
Little example:
_customPropertySet = new PropertySet(BasePropertySet.FirstClassProperties, AppointmentSchema.MyResponseType, AppointmentSchema.IsMeeting, AppointmentSchema.ICalUid);
_customPropertySet.RequestedBodyType = BodyType.Text;
appointment.Load(_customPropertySet);